Paraplanner - Hybrid

Career Choices Dewis Gyrfa Ltd; Liverpool; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Career development opportunities

Job summary

Career Choices Dewis Gyrfa Ltd. is seeking a Paraplanner for Liverpool City Centre to support advisers and clients in a growing financial planning practice.

The role blends technical research, report writing and administrative tasks, with a hybrid working pattern (3 days in the office, 2 days from home). The successful candidate will have strong pensions and investments knowledge and a proactive, detail-oriented approach.

Qualifications

• Experience within Financial Services in paraplanning or support roles.
• Strong knowledge of pensions, investments and financial planning.
• Excellent attention to detail and analytical skills.
• Willingness to support both technical and administrative tasks.

Responsibilities

• Conduct technical research across pensions, investments and financial planning solutions.
• Assist with the preparation of suitability reports and recommendation documents.
• Analyse client information and support advisers with case preparation.
• Prepare client meeting packs and documentation.
• Manage post-meeting actions and follow-up activities.
• Liaise with providers and third parties; provide admin support as needed.

Skills

Technical research

Report writing

Analytical thinking

Attention to detail

Organisational skills

Communication skills

Education

Paraplanning qualifications not essential

Job description

Paraplanner Liverpool City Centre | Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre.

We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients.

This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team.

The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation documents Analysing client information and supporting advisers with case preparation Preparing client meeting packs and documentation Managing post-meeting actions and follow-up activities Liaising with providers and third parties Providing administrative support where required to ensure a seamless client experience Working collaboratively with advisers and support staff across the business About You We are open to candidates from a variety of backgrounds and experience levels.

The ideal candidate will possess: Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role Strong technical knowledge of pensions, investments and financial planning Excellent attention to detail and analytical skills A proactive and positive approach to work Strong organisational and communication abilities A willingness to support both technical and administrative aspects of the role A team-oriented mindset and strong work ethic Qualifications Professional qualifications are not essential.

Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience.

Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications.

What's on Offer?

Competitive salary based on experience Hybrid working (3 days in the office, 2 days from home) 25 days annual leave Supportive and collaborative working environment Opportunity to join a growing business with long-term career prospects Varied and rewarding role with exposure to all aspects of the financial planning process If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you.

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